How big is J. Wayne Phillips, M.D., P.A.'s plan?

J. Wayne Phillips, M.D., P.A.'s plan reported $1.4M in assets and 9 participants for 2025.

Original filing (PDF)20260519112904NAL0000692403001

J. Wayne Phillips, M.D., P.A.

Name: J. Wayne Phillips, M.D., P.A. — J. Wayne Phillips, Form 5500 (2025)
Creator: J. Wayne Phillips, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Wayne Phillips, M.D., P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · J. Wayne Phillips, M.D., P.A.'s J. Wayne Phillips, M.D., P.A. 401(k) Profit Sharing Plan held $1.4M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kerry Reller signed J. Wayne Phillips, M.D., P.A.'s 2025 Form 5500 as plan administrator.

Kerry Reller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

J. Wayne Phillips, M.D., P.A.'s EIN is 59-2033775.

EIN 59-2033775

Plan number 001

Plan year 2025

ACK ID 20260519112904NAL0000692403001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for J. Wayne Phillips, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

J. Wayne Phillips, M.D., P.A.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. WAYNE PHILLIPS, M.D., P.A..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

J. WAYNE PHILLIPS, M.D., P.A.

EIN

all filings

Address

708 DRUID ROAD · CLEARWATER, FL · 33756

Phone

(727) 446-1097

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator